In the housing recovery? it has worked. the consume erp end of the economy is holding up pretty well. those who have a job especially of course seem to be doing very well. jenna: a big jobs report on friday. last time it was a little disappointing. >> it was quite disappointing, today we got a number, an early read the private sector payrolls by adp came in below expectations. friday's expectations are not particularly high, 150,000 new jobs last month, slower than we saw in the winter and earlier this year. that is the question right now, are we seeing finally the drag effect of lower governm...